The addition of the Unit Configuration Type adds a new set of functionality, allowing for Bed and Unit creation outside of Programs.
Add New Unit Configuration Type
To add a new configuration type, click on ADD NEW CONFIGURATION TYPE. This will take you to the Add New Unit Configuration Type page. Most fields collected here align with the collection requirements of HMIS Data Dictionary 2.07 Bed and Unit Information. The exceptions are custom fields and the following core fields:
- Unit Configuration Type Name
- Unit Configuration Type Description
|For more information on collecting inventory through Housing Inventory please view our Options on Collecting Inventory article.|
Once complete, click on Save Changes. The following fields will populate for completion:
- Unit Configuration Photos
- Funding Sources
Modify Unit Configuration Type — Add a Photo
Modify Unit Configuration Type — Add New Program
Clicking on Add New Program opens a new window, allowing you to add a Program to this specific configuration. Some things to consider:
- System Administrators will have the ability to add a Program from any Agency. Please ensure the correct Agency and Program are selected.
- Agency Managers will only have the ability to add a Program from the Agency they are currently logged in under.
|Notes: Add New Program will be required if one was not previously added at a parent (Site or Building) level. If a Program has been added at a parent level, the Add New Program option will not be visible in the Unit Configuration setup.|
Once complete, the Program will appear in the Unit Configuration Type list.
Modify Unit Configuration Type — Eligibility
Like Sites and Buildings, Unit Configuration can also have Eligibility by toggling on Eligibility.
|Note: If Eligibility has been toggled on at any parent level, the Eligibility toggle will be automatically enabled and grayed out. If the Eligibility toggle is grayed out, you will not be able to untoggle it.|
To add new Eligibility requirements, click on Add Requirement. This allows you to set Eligibility specific to this Unit.
Modify Unit Configuration Type — Inherited Eligibility
Unit Configuration Types inherit the Eligibility criteria set at any parent level. So, if you have an Eligibility criterion such as (Age=above 17) as shown below, that same Eligibility criterion will automatically apply to the Unit Configuration Type from the parent level.
Modify Unit Configuration Type — Funding
Funding is broken down uniquely within the Modify Unit Configuration Type page. Three levels are represented:
- Site Funding shows all funding sources assigned at the Site level.
- Building Funding shows all funding sources assigned at the Building Level.
- Funding Sources shows all current funding sources assigned within Unit Configuration Type. Click on ADD FUNDING SOURCE to add a funding source.
Modify Unit Configuration Type — Funding Warnings
You will receive a warning if you add a Funding Source at the Building or Unit Configuration Type level that has already been assigned at the parent level.
Modify Unit Configuration Type — Audit Log
Once you create a Unit Configuration Type, you can find an Audit Log to the right of the Save Changes button. Click on Audit Log to view changes made to the Unit Configuration Type.